See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,230 | $109,881-86.1% | $150,045-89.9% | $84,808-82.0% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 18.94% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,236 | $3,561-37.2% | $4,693-52.4% | $2,631-15.0% |
| Participant deferral / active EE | $2,731 | $6,636-58.8% | $7,997-65.9% | $4,212-35.2% |
| Admin fee / account holder | $795 | $8,568-90.7% | $13,435-94.1% | $7,344-89.2% |